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Level 1

Does QuickBooks Online integrate with Microsoft Office 365 E3 plan / Azure?

 
10 Comments
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QuickBooks Team

Does QuickBooks Online integrate with Microsoft Office 365 E3 plan / Azure?

Hi hongraon456,

 

I’m glad that you take the time to ask about Microsoft Office 365 E3 integration here.

 

Regardless of what of Microsoft Office you have, we can export reports to Excel, or import templates written in Word. However, we don’t have an option for direct integration.

 

In addition, we can bring your contacts in MS Outlook to QuickBooks Online through these steps:

  1. In Outlook/Outlook Express, Go to the File menu, and then click Import/Export
  2. Select Export to a file
  3. Select the option to export to Comma Separated Values (CSV) format. 
  4. Choose Contacts
  5. Specify a file name and location.  Click Next and then Finish.
  6. Using Excel, edit the CSV file to show a list of either your Customers or your Vendors/Suppliers and then save the CSV file.
  7. In QBO, go to the Gear Icon, under Tools, select Import Data.
  8. Choose Customers or Vendors/Suppliers as appropriate.
  9. Click Browse to locate and select the CSV file, and then click Open to select the file.  Click Next.
  10. Map your fields to QuickBooks Online fields.  Click Next.
  11. Make corrections if needed and click Import.

 

You can always get back to me if you have other questions about QuickBooks. Please reply on this thread. Thanks.

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Level 1

Does QuickBooks Online integrate with Microsoft Office 365 E3 plan / Azure?

I have a client saying they are getting an error message when trying to export to Excel (office 365) from QBO? Says it's corrupt? Any suggestions for fixing this? They said they've done a repair and that isn't working.

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QuickBooks Team

Does QuickBooks Online integrate with Microsoft Office 365 E3 plan / Azure?

Thank you for letting us know about this concern, @ktiesler027.

 

I’m here to help make sure you’re able to download your QuickBooks Online data successfully.

 

One possible you’re getting the error prompt “The file is corrupt and cannot be opened” is because of the Protective View setting of the Microsoft Excel installed in your device. Have you tried accessing your QuickBooks Online account via a different computer and export your data? If not yet, please do so.

 

On the other hand, let’s apply the following troubleshooting steps to ensure this is not browser-related.

  • Access your QuickBooks Online account via an incognito or private browser. Use either of the following shortcut keys:
    • Google Chrome, press CTRL  Shift N
    • Mozilla Firefox: press CTRL  Shift P
    • Internet Explorer: press CTRL  Shift P
    • Safari: press Command Shift N
  • If you’re able to download successfully and view your downloaded file, you may want to clear the cache and cookies of your regular web browsers and update the version of the Microsoft Excel installed in your computer.
  • You can also use the Browser Health Checkup Tool to check any issues with your browser’s health and its compatibility with QuickBooks Online.

If the issue persist, I suggest reaching out to our Customer Care team An agent will be able to look into your account and check on the error via a secured remote access session.

 

Please feel free to click the Reply button if you have follow-up questions about viewing your downloaded QuickBooks Online data. I’m always here to help.

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Anonymous
Not applicable

Does QuickBooks Online integrate with Microsoft Office 365 E3 plan / Azure?

Is there a QB app within 365 for effort reporting / billing / time clock? 

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Anonymous
Not applicable

Does QuickBooks Online integrate with Microsoft Office 365 E3 plan / Azure?

Thanks for joining the conversation, @Anonymous,

 

Just like what my peer @JessT mentioned in his answer, QuickBooks will only allow exporting reports to Excel or importing Word templates. However, the direct integration between QBO and Office 365 is currently unavailable.

 

As an option, you can try checking our website to find compatible applications that work best for both programs. Here's how you can get there:

  1. Open this link: https://apps.intuit.com/app/apps/home
  2. Browse the applications using the search field.
  3. You can also choose the apps from the Categories section.

That should do it, @Anonymous. Please let me know if you need further assistance with QuickBooks. You got me here to get things done for you. Have a good day!

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Level 1

Does QuickBooks Online integrate with Microsoft Office 365 E3 plan / Azure?

Thank you for this post, Actually, we have a small credit card business company. We would like to integrate Quickbooks with SharePoint, could you advise me how can I do that integration?

Highlighted
QuickBooks Team

Does QuickBooks Online integrate with Microsoft Office 365 E3 plan / Azure?

Welcome and thank you for joining the thread, @Shaily30.

 

While QuickBooks Online (QBO) integrates with multiple third-party applications, we don't have direct support and coverage for their set up.

 

In this regard, I encourage contacting the SharePoint Support to get helped with the integration of their software with QBO.

 

In case you have any other QuickBooks concerns in the future, you can check out our QBO help articles.

 

Drop a comment below if you have further questions. I'm always here to help. Have a good day!

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Level 1

Does QuickBooks Online integrate with Microsoft Office 365 E3 plan / Azure?

Thank you so much for your quick response and feedback!

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Level 1

Does QuickBooks Online integrate with Microsoft Office 365 E3 plan / Azure?

Your reply here is not really "integration" into Office 365, more how to export from Excel. 

 

I would like to see authentication federated into Office 365. That is, the ability to log onto Quickbooks using my company account in Office 365 (as opposed to email address and a QB password).  

 

At present, Quickbooks is yet another password to remember and i'm not sure you have any strong authentication(?).

 

Rgrds,

Steve

Highlighted
QuickBooks Team

Does QuickBooks Online integrate with Microsoft Office 365 E3 plan / Azure?

Good to have you in this thread, @Steve.

 

The ability to log in to your QuickBooks Online (QBO) account using Microsoft Office 365 is currently not available. However, you have the option to import your contact from your MS to your QBO account. You can refer to the steps shared by my college JessT above.

 

Also, I’d recommend contacting the Microsoft Office 365 support team. There, they’ll be able to share some tips and pointers in using QBO on their software.

 

While we don’t have a specific time frame as to when the software integrates with QBO. I suggest checking our QuickBooks Blog page regularly. This way, you'll stay updated on the latest features and releases in QBO. 

 

In case you have other concerns or questions about managing your QBO account, you can always post a reply in this thread. I’ll be around to answer them for you. Keep safe.

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